ABOUT e3 WEALTH

e3 Wealth oversees $750+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts.

e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar “mindset” as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building, and we strive to provide a custom solution based on each client’s unique goals.

Let us show you how we think differently and why it’s important you do, too!

e3 (LOCATIONS)

Once you realize what is standing between you and financial security then you can identify the resources and services that can add value to your financial life. Our passion in business is to awaken the inner entrepreneur in all of us. The entrepreneurial mindset is present when individuals, families, and small business owners do the following:

Educate themselves on financial topics that protect their personal economies

Gain confidence in their minds that financial freedom is attainable for them

Establish trust with a team of resources that properly manage expectations

THINK DIFFERENTLY

It is time for people to take responsibility for their personal economy. The problem rests in inactivity, in sitting back and doing nothing, essentially allowing an entitlement society to overtake our ability to succeed or fail on our own merits. If you are ready to equip yourself with the knowledge and strategies to protect your personal economy and finally take control of your financial picture, then e3’s methods are in alignment with your thought process.

As we diagnose the challenges, the reality of the situation becomes clearer. Fiscal dependence on others is connected to the motivation behind the difficult financial decisions citizens must make throughout a lifetime. You don’t make those decisions in a vacuum. Generations of families are taught to believe certain myths about money, and those “lessons” are passed down to their children.

We need to break the cycle of financial illiteracy and gain true knowledge about everyone’s human resources (time, talent, and capital). Protecting personal economy is possible for those who value financial independence and control over their economic futures.

Once people wake up and decide that they are ready to take control of their financial pictures, following a process and philosophy that empowers each of us toward first-generation wealth is key. Our education-based advising model will allow you to Take Control of Your Financial Picture while Protecting Your Personal Economy.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Unless otherwise noted, all videos and presentations are developed and produced by FMG, LLC. Unless otherwise noted, all blog posts are provided by Platinum Advisor Marketing Strategies, LLC. Services mentioned may be offered through third parties.